| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 180 N LASALLE · CHICAGO, IL 60601 | Advisory (Plan) | $1,360,000 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 13-1868136 BOX 5488 · BOSTON, MA 02284 | Investment management fees paid direc... | $793,768 |
UNION INSURANCE GROUP4 years Service code 23 · EIN 36-4226088 303 W ERIE ST STE310 · CHICAGO, IL 60654 | Insurance services; Direct payment fr... | $547,559 |
DRIEHAUS CAPITAL MANAGEMENT LLC5+ years Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 28 · EIN 20-3634295 PO BOX 10127 · CHICAGO, IL 60610 | Investment Management | $531,041 |
EDWARD JONES5+ years Filed as: EDWARD GRODEN Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Direct payment from the plan; Employe... | $449,185 |
FEINBERG, DUMONT & BRENNAN5+ years Filed as: FEINBERG, CAMPBELL & ZACK Service code 29 · EIN 04-2738936 177 MILK STREET · BOSTON, MA 02109 | Legal | $442,661 |
BOSTON PARTNERS3 years Service code 28 · EIN 98-0202744 60 EAST 42ND STREET, SUITE 1550 · NEW YORK, NY 10065 | Investment Management | $343,861 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON INVESTMENTS CORP Service code 28 · EIN 25-6078093 ONE WALL STREET · NEW YORK, NY 10005 | Investment Management | $318,282 |
Filed as: DANIEL GREENE Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Direct payment from the plan; Employe... | $310,992 |
GAMCO ASSET MANAGEMENT5+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 ONE CORPORATE CENTER · RYE, NY 10580 | Investment Management | $292,493 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $353,945-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.0%0pp |
| Annual return | 3.09% | 13.80%-10.7pp | 10.57%-7.5pp | 13.80%-10.7pp |
| Employer contribution / active EE | $18,976 | $10,386+82.7% | $29,483-35.6% | $10,386+82.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $150-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $2,009-100.0% | - |